5 Steps to Automating Your Sales in 2018 

Sales automation is the ultimate tool for success. Done right, it can help your sales representatives build lasting relationships with customers and prospects—while helping a company stay organized, track leads, and save time.

The catalyst that burgeons any business, no matter the industry, is a well-engineered business development strategy. In 2018, companies will see the sales process at a pivotal point. A poignant mix of high-tech and automation has brought on a new level of fast and comprehensive service, issuing in a new wave of utility for the sales process. If your sales processes are lagging, your sales goals will too .With complete solutions for CRM,and sales & marketing automation; 2018 bears witness to highly developed software organizations that streamline almost every part of sales activities- resulting in a more productive sales team, and in turn, more closed sales.

We are excited to share with you five ways pivotal ways you can automate your sales pipeline to ensure a more streamlined sales process.

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CRM First: Laying the Groundwork for Outcome Focused AI

Most sales & service organization find themselves with a hodge-podge of different systems, applications and procedures. Every sale, every deal, becomes way too complicated, creating unnecessary delays and errors. They wish they could start all over with a clean sheet of paper and do it right the next time.

Well, welcome to the world of true omnichannel engagement, powered by CaféX and Microsoft Dynamics 365 with Live Assist.

Read Sheila McGee-Smith’s whitepaper on how the leaders in CRM & customer engagement combined forces to make it happen for District M

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Omni-Channel Customer Care: How to Deliver Context-Driven Experiences

Aberdeen research shows that technology tools are among the top factors influencing agents’ ability to meet and exceed customer expectations. Of the tools agents use, agent desktop is arguably the most important one. This report highlights the business value companies observe by optimizing the agent desktop. It’ll also illustrate the key activities and technologies contact centers use to empower agents and help them succeed in creating happy customers.

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Reducing the burden of FOIA

Responding to open records requests comes with the territory when you work for a government agency. Unfortunately, many struggle with compiling and producing the requested information in a timely manner. In this three-part series, Smarsh provides you with knowledge to help reduce the burden of responding to record requests, and to stay compliant with the Freedom of Information Act (FOIA) and state and local open records laws.
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The Public Sector Guide to Text Messaging Policy and Retention

This guide contains practical steps that will help public sector organizations and departments develop a text message policy and retention strategy to protect against the risk involved with use of this popular, universal form of communication. It also outlines some smart text recordkeeping practices so you’ll be better prepared to respond to open records requests or other e-discovery needs when they arise.

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The Public Sector Guide to Social Media Strategy and Policy

Social media can greatly improve communication, deliver constituent services, help optimize processes, and aid response to emergencies within your community. It can also allow public sector organization employees to be more accountable, transparent, and open. Along with the benefits comes increased awareness of security, privacy, and records management challenges on social media.

A solid social media strategy can help your organization and departments connect with the community in an easy, time and cost-effective manner that most people can access. The strategy doesn’t need to be complicated. Whether this is your first time developing a social media strategy, or you already have one in place, remember to keep it simple. Here are a few things to consider while developing or rounding-out your strategy:

  • Available social media tools and capabilities
  • Internal policies and approvals
  • External requirements for preserving records and responding to information requests
  • Your organization’s overall objectives and the needs of the community
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5 Actions to take for an Airtight Mobile Use Strategy in Government

Text messaging is an immediate and simple way of communicating, so many government employees prefer it over email or other traditional methods. However, FOIA laws require all electronic communications used for business to be archived and available for public record requests. It doesn’t matter whether an employee uses his/her personal or government-issued cell phone, both are fair game.

In this guide we’ll show how public sector organizations can build an airtight mobile strategy. Learn about device scenarios, policy creation, mobile device management, and the archiving process.

Read our guide to learn:

  • Device ownership scenarios – advantages and disadvantages
  • Key questions to answer for an airtight policy
  • How to retain & report text message content
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The Financial Advisor’s Guide to Social Media Strategy and Policy

The U.S. Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) recognize social media’s growing role in firms’ marketing and communications strategies, and have provided guidance on extending compliance programs for this dynamic channel.

This guide contains practical steps that will help you develop a social media strategy and policy that meets social media recordkeeping and supervision regulatory requirements, while gaining maximum business value from your social efforts. With smart compliance practices and supporting technology, you can be prepared to present your social media records and evidence of your supervisory procedures in the event of a regulatory request or exam.

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Contact Centers Must Go Digital Or Die

Consumer preference for customer service channels is changing across all ages and demographics. Adoption of digital customer service channels, with an emphasis on self-service channels such as web and mobile, is exploding as consumers expect relevant and seamless omnichannel customer service. However, firms' technology and staffing plans are not keeping up with consumer demand for digital customer service. This report outlines communication channel customer use and major gaps in contact center technology and operations. It also provides data that will help application development and delivery (AD&D) pros align operations with customer expectations to garner their satisfaction and long-term loyalty.
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La prochaine génération à entrer dans la population active a grandi dans un monde largement influencé par les appareils mobiles.

Pour les jeunes d'aujourd'hui, l'expression "il y a une appli pour ça" n'est pas juste un slogan publicitaire accrocheur. C'est un truisme, une réponse à plus ou moins toutes les questions qu'ils se sont jamais posées et une approche à chaque tâche. Peut-on en dire autant de la façon de travailler actuelle ? Eh bien, pas vraiment. On n'est plus dans le "il se pourrait qu'il y ait une appli pour ça, mais il faut que vous demandiez au service informatique, et elle pourrait être bloquée, ou ne pas fonctionner sur votre téléphone, et...", bref, ce n'est pas encore aussi évident qu'on pourrait le croire.

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Five Key Initiatives To Wow Your Workforce With Your Service Desk

Each interaction between your employees and your service desk affects the reputation of the entire infrastructure and operations (I&O) team. To delight (or, as we like to say, wow) members of your workforce, they must see you as effective, pleasant, and easy to work with. The service desk is the single point of contact for all business and technology service questions and an essential communication platform for all the operational processes in technology management. The service desk is also responsible for answering, escalating, and resolving enablement issues for other teams within technology management and other players in the ecosystem.

This report provides I&O pros with five steps to creating a service desk that is internally and externally effective.
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ESG White Paper: Driving Business Value from Flash-optimized Storage

NetApp closely ties its product development and portfolio to match its customers' real-world application needs; to support tangible business-level value. NetApp has a full portfolio of products that support customer needs ranging from brute horsepower to datamanagement-rich sophistication. Read about driving business value from flash-optimized storage.
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Top 10 Best Practices in Embedded Analytics

"What is Embedded Analytics?

The objective is to help users work smarter by combining data and analytics to solve high-value business problems and work more efficiently, as these capabilities are available inside the applications users work with every day.This eBook will provide you with the necessary knowledge to successfully implement embedded analytics in your organization.

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VCW Provides Old Dutch Foods a Fresh Way to Make and Deliver its Quality Snacks

To ensure that its products are as fresh as possible when they reach consumers, Old Dutch operates six plants located in close proximity to its marketing areas.

“The biggest challenge from a business perspective is to get the right products to the right places at the right time,” said Tom Nollan, Director of IT for Old Dutch Foods. “Our products have a limited shelf life, and we always want the freshest products in consumers’ hands.”

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When Trust Online Breaks, Businesses Lose Customers

This is the second part of the Ponemon Institute’s 2015 Cost of Failed Trust Report, which reveals the damaging impacts on global business from unprotected cryptographic keys and digital certificates. This new report reveals that most companies lose customers, suffer costly outages, fail audits, and experience breaches due to unprotected and poorly managed keys and certificates.
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